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Financial Planning Administrator

Posted 22 February by Sandringham Wood Recruitment Easy Apply Featured Ended

This growing, highly successful and well regarded Chartered Financial Planning firm continue to live by their values Trustworthy, Friendly, Compassionate and Make an Impact. They offer a unique, warm culture where everyone is truly valued and all work together as a team from the Directors through to their front of office staff.

They’re looking for a Financial Planning Administrator with good technical ability/skills who share their values, have a passion for financial services and providing the best possible client experience.

What they’re looking for:

An enthusiastic individual to work closely with the Technical Specialists (Paraplanners) and their centralised admin team.

You’ll be forward thinking, good with technology, and have excellent attention to detail and a hunger to grow with the business which works with some really exciting clients.

As a small but expanding company the right person means as much to them as the right skills; they only hire people that have a "can do" nature. Ideally, you’ll have strong technical administration experience coupled with a real desire to deliver an excellent client experience through the use of new technology.

Day to day you’ll:

  • Support the work of Technical Specialist.
  • Compile product research to aid the Technical Specialist inform their judgements.
  • Collate, evaluate and process information received (both internal and external).
  • Perform critical yield calculations to determine plan viability.
  • Create illustrations in line with Technical Specialists recommendations.
  • Perform case analysis to highlight omissions prior to handover to Technical Specialist.
  • Support the preparation of Suitability Reports for Technical Specialists to summarise the outcome of client review meetings.
  • Maintain the Quality of Documentation standards set out by the company.
  • Research and Information requests.
  • Send letters of authority to clients.
  • Provide general support to the business administration function.
  • Update all systems to allow consistent data to be accessed by the team.
  • Producing customer statements and generating reports (Microsoft Excel)
  • Attend weekly team meetings.
  • Support the delivery of agreed projects.
  • Support the business CPD process (35 hour per year).

You’ll have:

  • 1-2 years minimum IFA industry experience and good general knowledge of all life, investment, pension, protection and legislation
  • A good understanding of the advisory process and ideally be CFP qualified (or equivalent).
  • Excellent experience of IT systems. (Word, Excel)
  • Ideally experience of using: Intelligent Office, AJ Bell Investcentre, Parmenion Capital Payments, Investment Fund Direct Limited, Transact, Defaqto, O and M, Assure Web, and FE Analytics
  • The ability to manage own workload.
  • Drive to achieve the team’s goals.
  • Excellent attention to detail.
  • Strong telephone communication skills.
  • Willingness to learn and develop.
  • A desire and commitment to progress personally within Financial Services, and particularly in a Technical Specialist area.
  • Willingness to undertake other duties to support the team and business from time to time.

Key Facts:

34 hours per week with reduced working time in the summer to support family life

Salary: £22,000 - £25,000 pa plus generous bonus scheme

Benefits: 21 days holiday plus bank holidays and extra days at Christmas

Pension (5% employer contribution) plus access to optional company benefits.

Next steps:

If you’d like to find out more, please apply now or call Jess Wood for a confidential chat on 0117 962-5005.

Required skills

  • Financial Planning
  • pensions
  • investments
  • IFA Administrator
  • technical admin

Reference: 34535791

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